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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,004 | $185,225+71.7% | $142,898+122.5% | $167,536+89.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.66% | 8558.12%-8547.5pp | 5639.64%-5629.0pp | 478.82%-468.2pp |
| Employer contribution / active EE | $22,093 | $5,607+294.0% | $4,146+432.9% | $4,839+356.5% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,395 | $8,032+29.4% | $6,560+58.5% | $12,315-15.6% |